Deposit Fund Subgroup

The Deposit Funds Subgroup is tasked with the development of reserve requirements for deposit funds and similar liabilities appropriate to a principle-based regulatory environment.

Staff liaison: Ian Trepanier

Chairperson: Tina Kennedy
Christopher Conrad
Paul Donahue
Richard Mattison
Bo Ouyang
Kyle Puffer
Jared Scholten

Related Publications

Deposit Fund Subgroup comments to the Life Actuarial Task Force on rules for separate accounts that fund guaranteed minimum benefits under group contracts related to the synthetic GIC model regulation. (November 16, 2015)
Deposit Fund Subgroup letter to NAIC Life Actuarial (A) Task Force recommending edits to model regulation 695 concerning synthetic guaranteed investment contracts (GICs). (June 15, 2015)
Deposit Fund Subgroup comment letter to NAIC Life Actuarial (A) Task Force on exposed edits to the model regulation for synthetic guaranteed investment contracts (GIC). (April 22, 2015)
Deposit Fund Subgroup presentation to the NAIC Life Actuarial (A) Task Force on a proposal to modify existing regulations of synthetic guaranteed investment contracts (GIC). (November 14, 2014)
Deposit Fund Subgroup supplemental proposal for reserving synthetic guaranteed investment contracts (GIC). (November 14, 2014)
Deposit Fund Subgroup proposed changes to existing model regulation for synthetic guaranteed investment contracts (GIC). (November 14, 2014)
Deposit Fund Subgroup proposal for reserving synthetic GICs based upon the Subgroup's report presented to the Life Actuarial Task Force on November 28, 2012. (February 08, 2013)
Deposit Fund Subgroup proposal for reserving synthetic guaranteed investment contracts submitted to the Life Actuarial Task Force. (November 27, 2012)

Deposit Fund Subgroup presentation for reserving synthetic guaranteed investment contracts presented to the Life Actuarial Task Force at the NAIC Fall 2012 National Meeting. 

(November 27, 2012)
Deposit Fund Subgroup Presents Proposal for Synthetic GIC Reserves to LATF
Subgroup Present Proposed Modifications to Regulations of Synthetic GICs
Subgroup Submits Proposal and Changes to Model Regulation of Synthetic GICs
Subgroup Submits Comments on Synthetic GIC Model Regulation
Subgroup Recommends Edits to Model Regulation 695 on GICs
Subgroup Submits Comments on Synthetic GIC Model Regulation